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report type for contact with multiple account
I am trying to create a new report type that show multiple accounts for each contact.
the page layout of Contact for related list "Related Accounts" is showing column Direct and Roles, however I cant find these 2 columns in Accounts object and Contact object while creating the report type.
Please let me know how Page layout translate these 2 columns.
thanks
the page layout of Contact for related list "Related Accounts" is showing column Direct and Roles, however I cant find these 2 columns in Accounts object and Contact object while creating the report type.
Please let me know how Page layout translate these 2 columns.
thanks
While creating the report type , Primary Object should be as Contacts (and secondary object you need to choose as Account Relationships.
Once you save it " Direct & Roles columns are dispalyed" in the Page Layout section
Let me know if you require any further help on this.
Mark it as solution if it resolves you problem.
All Answers
While creating the report type , Primary Object should be as Contacts (and secondary object you need to choose as Account Relationships.
Once you save it " Direct & Roles columns are dispalyed" in the Page Layout section
Let me know if you require any further help on this.
Mark it as solution if it resolves you problem.